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Kotak Low Duration Fund vs UTI Low Duration Fund compare
Kotak Low Duration Fund- Regular Plan-Growth Option
UTI Low Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak Low Duration Fund- Regular Plan-Growth Option | UTI Low Duration Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹14389 Cr | ₹3211 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 06 Mar 2008 | 23 Apr 2007 |
| Category | Low Duration | Low Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Low Duration Debt Index B-I | CRISIL Low Duration Fund AI Index |
| Turn Over | 1777.06% | 252.27% |
| Expense Ratio | 1.17 | 0.46 |
| Manager | Deepak Agrawal | Anurag Mittal |
| ISIN Code | INF178L01202 | INF789F01OT9 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.33% | 0.41% |
| 6 Month | 3.97% | 4.18% |
| 1 Year | 7.53% | 8.02% |
| 3 Year | 6.97% | 7.34% |
| 5 Year | 5.7% | 7.07% |
SIP Return Analysis
| Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.58% | 1.69% |
| 1 Year | 7.36% | 7.79% |
| 3 Year | 7.27% | 7.69% |
| 5 Year | 6.47% | 7.34% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.34% | 8.16% |
| 3 Year | 7.79% | 7.34% |
| 5 Year | 7.97% | 7.94% |
Risk Management
| Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.42% | 0.44% |
| Sharp | 0.73% | 1.45% |
| Beta | 4.54% | 4.47% |
| Alpha | -0.92% | -0.60% |
Fund Managers
| Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Deepak Agrawal | Anurag Mittal |
| Total AUM | ₹150749 Cr | ₹35669 Cr |
| Funds Managed | 14 | 7 |
| Kotak Low Duration Fund- Regular Plan-Growth Option | UTI Low Duration Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Low Duration Fund- Regular Plan-Growth Option |
UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Low Duration Fund- Regular Plan-Growth Option |
UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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